Smart Women in Retirement

We’re helping women everywhere achieve the financial security they deserve by recognizing unique risks they’ll face headed into retirement.

Women have come a long way personally, professionally and financially, but when it comes to finances, there’s still considerable work to be done to level the playing field.

When it comes to money, women are about more than the bottom line. Yes, they care about performance, but they also see money as a way to finance the life they want to live — to meet their commitments to themselves and to the people and issues they care about. First and foremost, women report that when it comes to money, family is their priority; 77% of women say they see money in terms of what it can do for their families. When it comes to investing, about two-thirds (65%) of women say they want to invest in causes that matter to them. In fact, more than half (52%) of women investors are interested in or currently engaged in impact investing, generating financial returns along with social returns, compared to 41% of men.

Women’s #1 financial regret is not investing more of their money.

Women (41%) report that their biggest financial regret is not investing more. Investments provide the opportunity for women to grow their wealth in ways that income alone does not. Fifty-nine percent of women report that they are not doing a good job using investing as a way to pursue their financial goals. Women say that not having the knowledge to invest is their number one barrier (60%) followed by not having the confidence (34%).

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We recognize that women should not be bucketed as one voice and body. Throughout our site, we aim to represent the voices of many women of diverse backgrounds.

Over sixty-one percent of women would rather talk about their own death than money.
What Do You Wish You Had Done Differently to Feel More Financially Secure Today?
“We need to instill a new set of life expectations for women… Your only sure investment is an investment in yourself.”
“The foundation of saving for retirement hasn’t changed to support the 100-year life. People aren’t thinking about this. We need to bring the story of long life and planning for it to our employees.”
“Longevity is a critical issue for women, probably one of the biggest reasons why women’s needs are so different than men’s in terms of financial saving and investing.”

Longevity needs to be a factor in everyone’s financial planning, but far more so for women, who, on average, live five years longer than men. In fact, 77% of people who are widowed are women. By age 85, women outnumber men two-to-one and the majority (81%) of centenarians are women. This means that women are more likely to be alone and financially self-reliant in their later years, perhaps having already spent some of their nest egg on a partner’s health or end-of-life care costs.

Over sixty-one percent of women would rather talk about their own death than money.

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key takaways.

“Women make more values-based decisions for themselves and their families, rather than just going for the bottom line… When you bring values into the conversation, it makes all the difference”.

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Our Concierge Client Team is here to help you reach your financial goals — Learn more about our unique approach, here.

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October // 2023

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November // 2023

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